Icon Wealth Partners’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,277
Closed -$311K 185
2019
Q4
$311K Buy
3,277
+14
+0.4% +$1.33K 0.1% 118
2019
Q3
$292K Buy
+3,263
New +$292K 0.1% 115